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a. Email the user - Select this option if you would like the user to be sent an email indicating an expense report has been created

b. Email the user and include a PDF report - Select this option if you would like the user to be sent an email indicating that an expense report has been created along with the PDF of the report

c. No email - Select this option if you don’t want an email to be sent to the user

  • Email Subject - Type in the Subject of the email If you would like to be sent the email to have a subject type add it here

  • Email Message - Type in the message If you would like the user to receive in the email email to have a message add it here

Click Save

  1. Click on the Job Schedule tab (this tab allows you to schedule profiles to run automatically)

  2. Enter the:

    • Interval: This is the kind of interval that the profile will run in (example: Daily, 1 Hour, Bi-Weekly, Monthly, no schedule)

    • Start: This is the date and time that this profile will start running if scheduled

    • Skip Job Schedule: This is used to skip the scheduled job

    • Time Format: This is the time that this profile will run (AM/PM)

    • Data Keep Days: This is how many days the system will keep a log of this profile running after it runs.

    • Notifyee: This is the e-mail address of the person being sent the e-mail for notifications about this profile (you can click "With Attachments" to include an attachment on the e-mail)

    • Notify Event: These are the events that the Notifyee will get the notifications about (example, you can say "On Error", "On Information", "On Warning" and "On Running" to cover all your bases)

    • Number Format: This is how the numbers will display

    • Date Format: This is how the date will display

    • Thread ID: This can be kept as Default

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